Integrating Dallas cash value life insurance into your overall financial plan can take your retirement planning or purchasing power from so-so to top-notch.
At JLM Wealth Strategies, we encourage the inclusion of cash value life insurance in Dallas TX in many of our clients’ portfolios for a variety of reasons. Building cash value in life insurance in Dallas TX can open up more financial options to you and your family, providing you with the resources you need to buy that new car, home or investment property.
Instead of dealing with traditional banks — and the fees, hassles and inconvenience — you can essentially serve as your own bank when you have a whole life insurance plan.
What a Dallas cash value life insurance system can do for you
If you find yourself struggling to fit into the traditional savings “boxes,” then a Dallas dividend paying whole life plan may be the right choice for you. At JLM Wealth Strategies, many of our clients have already maxed out contributions to their IRAs, 401(k)s and other savings plans — so, where do they invest their “extra” money?
Choosing dividend paying whole life in Dallas TX gives you the freedom to build a nest egg without all the inconsistency and fees associated with traditional investing. For instance, many retirement savings plans are based off of mutual fund and stock selection that may vary between managers.
Adopt consistency in your financial strategy
Do you think the same person is overseeing your financial management for the entirety of your career? No! Investment managers change, their philosophies shift, and your financial health could suffer as a result.
Instead of putting your future in someone else’s hands, take control with the help of Dallas cash value life insurance. At JLM Wealth Strategies, we are here to provide you with the information you need to make the best financial choices for your family’s future. Contact us now to find out whether whole life insurance makes sense for your estate.